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Generally, updating medical history forms once a year is sufficient if a patient is in good health. If youre looking for maximum ease of use, accuracy, and frequency, you can have your patients update their medical history via an online patient portal like the Dental Intelligence Patient Portal.
A general recommendation is to obtain a completed medical history form at least biannually from patients under age 50 and at each visit for patients over age 50.
By CPT definition, a new patient is one who has not received any professional services from the physician, or another physician of the same specialty who belongs to the same group practice, within the past three years. By contrast, an established patient has received professional services from the physician or
In summary, the best times for a new patient to complete their forms are either 15-30 minutes before their appointment or ideally in advance if they received them by mail. This helps streamline the process and ensures effective care once the patient meets with the healthcare provider.
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